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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,238 | $150,447-7.5% | $136,298+2.2% | $147,586-5.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.72% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $5,415 | $5,256+3.0% | $4,696+15.3% | $4,876+11.0% |
| Participant deferral / active EE | $7,035 | $6,631+6.1% | $6,247+12.6% | $5,439+29.4% |
| Admin fee / account holder | $17,506 | $10,906+60.5% | $9,244+89.4% | $10,886+60.8% |